Kundenberatung im Privatkundengeschäft im Beratungscenter Lechhausen Schlössle
Core
Private banking advisor responsible for holistic customer consultation and sales of financial products to help clients achieve personal financial goals.
Role type
Private banking advisor (sales & consultation)
Builds
Financial products (savings, loans, investments)
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Sales, customer consultation, financial product knowledge, goal planning, independent work
Preferred skills
Prior experience in a bank, enthusiasm for sales, continuous learning
Technologies
Banking software, CRM tools